Filed January 11, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,341 | $100,923+30.1% | $150,045-12.5% | $74,304+76.8% |
| Participation rate | 89.1% | 70.1%+19.0pp | 82.3%+6.8pp | 60.3%+28.7pp |
| Annual return | 19.79% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.6pp |
| Employer contribution / active EE | $3,963 | $3,463+14.4% | $4,693-15.6% | $2,241+76.8% |
| Participant deferral / active EE | $9,797 | $6,709+46.0% | $7,997+22.5% | $3,767+160.1% |
| Admin fee / account holder | $5,620 | $2,767+103.1% | $13,435-58.2% | $2,969+89.3% |